Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
6.32% |
1.38% |
22.16% |
15.18% |
||
Growth Fund |
5.23% |
1.42% |
18.50% |
13.33% |
13.16% |
7.63% |
Balanced Fund |
3.88% |
0.85% |
13.89% |
10.72% |
10.36% |
5.53% |
Conservative Fund |
1.38% |
0.26% |
5.72% |
6.63% |
5.90% |
2.16% |
Homes and Income Fund |
0.18% |
1.70% |
3.66% |
4.45% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
NZ Share Fund |
-0.35% |
-5.11% |
7.88% |
3.36% |
2.28% |
0.60% |
NZ Bond Fund |
0.41% |
-1.18% |
2.94% |
5.58% |
4.08% |
0.60% |
NZ Cash Fund * |
0.23% |
1.36% |
3.28% |
4.59% |
||
Hedged Global Share Fund |
10.08% |
3.22% |
26.35% |
18.27% |
||
Unhedged Global Share Fund |
7.62% |
1.97% |
29.49% |
20.68% |
||
Hedged Global Bond Fund |
0.11% |
-1.00% |
0.90% |
3.62% |
These returns are to 30-04-2026 and are before tax and after fund management fees. Yearly returns are per annum. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.